---
schema_version: "1"
id: 2d0e01d6d845492187b61b8e082b64c8ea3be4f843a092d2865b9d5a81b5ce3d
title: Migrate from Account Forecasting to Advanced Account Forecasting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aaf_admin_migrate_af.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aaf_admin_migrate_af.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cf090fada5016712cdc0afe7d08737441d2d8fd70ca3acbd8d19c9a7ec75fa45
description: You can use Advanced Account Forecasting to generate forecasts based on opportunities, orders, sales agreements, historical orders, and any other custom measures considering all aspects of business from Salesforce and beyond. If you’re an existing customer using Account Forecasting, follow these steps to migrate to Advanced Account Forecasting.
products:
  - Manufacturing
release: "264"
---
# Migrate from Account Forecasting to Advanced Account Forecasting

You can use Advanced Account Forecasting to generate forecasts based on opportunities, orders, sales agreements, historical orders, and any other custom measures considering all aspects of business from Salesforce and beyond. If you’re an existing customer using Account Forecasting, follow these steps to migrate to Advanced Account Forecasting.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

1. Disable the older version of Account Forecasting.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_note.png)
    
    Note Enabling both Account Forecasting and Advanced Account Forecasting in your org can cause data disruption or unforeseen errors.
2. Enable Advanced Account Forecasting and Data Pipelines in Setup.
    
    See [Enable Features for Manufacturing Cloud](https://help.salesforce.com/s/articleView?id=ind.mfg_enable_features.htm&type=5&language=en_US).
3. Assign permission sets to users according to your business needs.
    
    See [Assign Permission Sets for Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_permsetsa_task.htm&release=264.0.0&type=5 "Assign permission sets to internal users and partners based on their required level of access to Advanced Account Forecasting and related features. Control access to the Mass Update and Import CSV buttons for Advanced Account Forecasting for your users by using permission sets. Before you assign permission sets, ensure that Advanced Account Forecasting and Data Pipelines are enabled.").
4. Set [field-level security](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_flsperm_task.htm&release=264.0.0&type=5 "To differentiate the forecast data that various users can view, configure the field-level security for the Advanced Account Forecast Set Use object and the forecast fact object.") and [create sharing rules](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_create_sharing_rules_task.htm&release=264.0.0&type=5 "Define sharing rules to give users, such as regional managers and account managers, access to Advanced Account Forecast Set Use and forecast fact records. Sharing rules extend your organization-wide default settings. You can create rules based on the record owner or other criteria.") for the fact and partner object records.
5. Update the out-of-the-box forecast set definition to include the period groups and display duration according to your business need.
6. Use one of these options to modify the [out-of-the-box data processing engine definitions](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_dpe_templates.htm&release=264.0.0&type=5 "Advanced Account Forecasting uses Data Processing Engine to filter and aggregate data from orders, opportunities, sales agreements, location, product category, and custom objects. You can activate the out-of-the-box data processing engine jobs, or create and run your own by using existing templates.") to generate forecasts:
    - Use the out-of-the-box forecast set.
    - Modify the out-of-the-box data processing engine definitions to include the Account Product Period Forecast object as a data source. Alternatively, you can modify the out-of-the-box Advanced Account Forecast Fact object to include the custom metrics from the Account Product Period Forecast object.
7. You can also upload data for the Advanced Account Forecast Set Partner and Advanced Account Forecast Fact objects by using Data Loader.
    
    For more information, see [About Data Loader](https://help.salesforce.com/s/articleView?id=xcloud.data_loader_about.htm&type=5&language=en_US) .